Company: The Progeny Group Limited
Location: City of Edinburgh
Job Description:
The Progeny Group Limited is seeking a Paraplanner who will support Financial Planners and Client Executives to deliver bespoke financial planning solutions. You will produce compliant, high-quality suitability letters and reports and help align plans with client goals.
The role involves office-based collaboration three days per week, strengthening team relationships and client service. With 2+ years of paraplanning experience and the required certifications, you will liaise with providers,
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Posted: October 18th, 2026